UNDERGRADUATE PERFORMANCE

Inception to Date Performance


Period Fund Return S&P 500 Return Value Added
2012 *Partial Year (9/26 – 12/31) -0.09% -0.50% 0.41%
2013 34.54% 32.39% 2.15%
2014 19.65% 13.69% 5.96%
2015 -.55% 1.38% -
2016 3.85% 11.96% -
Inception to Date 58.05% 41.81% 16.24%
Inception to Date (annualized) 16.42% 12.30% 4.12%